Canvas Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Canvas Wealth Advisors’s Portfolio PB Stock Details PB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-2,950	Closed	-$217K	–	280
2026 Q2	$217K	Sell	2,950 -1,200	-29%	-$83.5K	0.03%	235
2026 Q1	$281K	Hold	4,150	–	–	0.05%	183
2025 Q4	$289K	Hold	4,150	–	–	0.05%	168
2025 Q3	$273K	Hold	4,150	–	–	0.05%	166
2025 Q2	$281K	Sell	4,150 -250	-6%	-$17.2K	0.06%	151
2025 Q1	$296K	Hold	4,400	–	–	0.08%	137
2024 Q4	$334K	Hold	4,400	–	–	0.08%	125
2024 Q3	$320K	Sell	4,400 -600	-12%	-$41.9K	0.09%	124
2024 Q2	$365K	Hold	5,000	–	–	0.11%	96
2024 Q1	$297K	Hold	5,000	–	–	0.1%	100
2023 Q4	$324K	Hold	5,000	–	–	0.12%	98
2023 Q3	$254K	Hold	5,000	–	–	0.1%	106
2023 Q2	$311K	Sell	5,000 -750	-13%	-$44.8K	0.12%	96
2023 Q1	$359K	Sell	5,750 -1,000	-15%	-$71.2K	0.15%	95
2022 Q4	$492K	Sell	6,750 -450	-6%	-$32.5K	0.21%	75
2022 Q3	$516K	Buy	+7,200	New	+$514K	0.22%	68

Other funds holding PB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Canvas Wealth Advisors's PB Position: Q3 2026 in Review

Canvas Wealth Advisors sold out of Prosperity Bancshares (PB) in Q3 2026, closing a stake of 2,950 shares — an estimated $217K sold.

Canvas Wealth Advisors first reported a position in PB in Q3 2022 and held it in 16 quarters. The position peaked at $516K in Q3 2022. 264 funds tracked by Wall St. Rank hold PB as of Q3 2026.

Canvas Wealth Advisors reported no remaining Prosperity Bancshares position as of Q3 2026 after selling out during the quarter.
Canvas Wealth Advisors sold 2,950 Prosperity Bancshares shares in Q3 2026, an estimated $217K.
Canvas Wealth Advisors first reported a position in Prosperity Bancshares in Q3 2022 and held it in 16 quarters.
Canvas Wealth Advisors's Prosperity Bancshares position peaked at $516K in Q3 2022.
264 funds tracked by Wall St. Rank held Prosperity Bancshares as of Q3 2026.

Based on Canvas Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.